OP Asset Management’s US Foods USFD Stock Holding History

OP Asset Management’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.2M	Buy	256,490 +25,738	+11%	+$2.3M	0.28%	61
2026 Q1	$21.3M	Buy	230,752 +5,082	+2%	+$450K	0.18%	76
2025 Q4	$17M	Buy	225,670 +101,504	+82%	+$7.62M	0.21%	85
2025 Q3	$9.51M	Sell	124,166 -10,488	-8%	-$834K	0.13%	131
2025 Q2	$10.4M	Sell	134,654 -4,651	-3%	-$332K	0.15%	115
2025 Q1	$9.12M	Buy	+139,305	New	+$9.52M	0.15%	113

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

OP Asset Management's USFD Position: Q2 2026 in Review

OP Asset Management increased its US Foods (USFD) stake by 11% in Q2 2026, buying an estimated $2.3M and bringing the position to 256,490 shares worth $26.2M. The position accounts for 0.28% of the portfolio, ranked #61.

OP Asset Management first reported a position in USFD in Q1 2025 and has held it in 6 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

OP Asset Management held 256,490 shares of US Foods worth $26.2M as of Q2 2026.
OP Asset Management bought 25,738 US Foods shares in Q2 2026, an estimated $2.3M.
US Foods made up 0.28% of OP Asset Management's portfolio in Q2 2026, its #61 holding.
OP Asset Management first reported a position in US Foods in Q1 2025 and has held it in 6 quarters since.
672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on OP Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.